See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,117 | $93,571+191.9% | $135,903+101.0% | $75,163+263.4% |
| Participation rate | 95.0% | 75.2%+19.8pp | 81.9%+13.1pp | 67.2%+27.8pp |
| Annual return | 17.45% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $12,400 | $3,537+250.6% | $4,856+155.4% | $2,670+364.5% |
| Participant deferral / active EE | $13,466 | $6,404+110.3% | $7,758+73.6% | $4,125+226.4% |
| Admin fee / account holder | $20,131 | $6,975+188.6% | $10,762+87.1% | $5,651+256.2% |